Picton Mahoney Asset Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
931
Total Value
5808165
Accession Number
0001539041-25-000015
Form Type
13F-HR
Manager Name
Picton Mahoney Asset Management
Data Enrichment
79% identified
736 identified195 unidentified

Holdings

931 positions
Manager:
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Page 7 of 47
AMETEK INC/
Shares:
60417
Value:
$10.4M
HORTON D R INC /DE/
Shares:
80916(-9.6%)
Value:
$10.3M(-17.8%)
G4036C106
Shares:
1004280(+0.0%)
Value:
$10.3M(+1.5%)
G81354105
Shares:
999899(-0.0%)
Value:
$10.2M(+0.5%)
Evergy, Inc.
Shares:
144426(+147.1%)
Value:
$10.0M(+176.9%)
G6363K106
Shares:
900000(-35.7%)
Value:
$9.9M(-34.8%)
DEXCOM INC
Shares:
143769
Value:
$9.8M
69913P105
Shares:
750000
Value:
$9.8M
Builders FirstSource, Inc.
Shares:
78096(-5.0%)
Value:
$9.8M(-17.0%)
DOMINOS PIZZA INC
Shares:
20692(-9.9%)
Value:
$9.5M(-1.4%)
Ollie's Bargain Outlet Holdings, Inc.
Shares:
80459(+30.9%)
Value:
$9.4M(+38.8%)
Intercontinental Exchange, Inc.
Shares:
54244(+7.6%)
Value:
$9.4M(+24.6%)
G21301109
Shares:
862500(+0.0%)
Value:
$9.3M(+4.8%)
Shares:
34649(+8.9%)
Value:
$9.3M(+18.8%)
Workday, Inc.
Shares:
39599(+989875.0%)
Value:
$9.2M(+924800.0%)
RXO, Inc.
Shares:
480761(+25.8%)
Value:
$9.2M(+0.8%)
TAKE TWO INTERACTIVE SOFTWARE INC
Shares:
44275(+4.4%)
Value:
$9.2M(+17.5%)
TEVA PHARMACEUTICAL INDUSTRIES LTD
Shares:
596857(-5.7%)
Value:
$9.2M(-34.3%)
JUNIPER NETWORKS INC
Shares:
250547(+138.8%)
Value:
$9.1M(+130.8%)
QUALCOMM INC/DE
Shares:
58779
Value:
$9.0M